HB Wealth Management’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Sell |
2,950
-2,813
| -49% | -$935K | 0.01% | 523 |
|
|
2025
Q1 | $1.49M | Buy |
5,763
+1,335
| +30% | +$345K | 0.01% | 438 |
|
|
2024
Q4 | $1.27M | Buy |
4,428
+394
| +10% | +$113K | 0.01% | 364 |
|
|
2024
Q3 | $1.08M | Sell |
4,034
-89
| -2% | -$23.9K | 0.01% | 378 |
|
|
2024
Q2 | $1.13M | Sell |
4,123
-1,249
| -23% | -$344K | 0.01% | 344 |
|
|
2024
Q1 | $1.57M | Buy |
5,372
+513
| +11% | +$149K | 0.02% | 286 |
|
|
2023
Q4 | $1.51M | Sell |
4,859
-37
| -0.8% | -$11.5K | 0.02% | 266 |
|
|
2023
Q3 | $1.4M | Buy |
4,896
+1,047
| +27% | +$299K | 0.02% | 257 |
|
|
2023
Q2 | $1.27M | Buy |
3,849
+167
| +5% | +$55K | 0.02% | 263 |
|
|
2023
Q1 | $1.08M | Sell |
3,682
-60
| -2% | -$17.6K | 0.02% | 275 |
|
|
2022
Q4 | $964K | Buy |
3,742
+319
| +9% | +$82.2K | 0.02% | 289 |
|
|
2022
Q3 | $736K | Buy |
3,423
+44
| +1% | +$9.46K | 0.02% | 291 |
|
|
2022
Q2 | $673K | Sell |
3,379
-399
| -11% | -$79.5K | 0.01% | 300 |
|
|
2022
Q1 | $1.06M | Buy |
3,778
+160
| +4% | +$44.8K | 0.02% | 262 |
|
|
2021
Q4 | $1.26M | Buy |
+3,618
| New | +$1.26M | 0.03% | 209 |
|